We believe it is in your best interest to understand what services you are receiving from a financial planner, what results are being achieved and how a planner is compensated. We advocate for complete transparency, clearly understood information and high standards of conduct for anyone offering financial planning. FPA requires that all its members adhere to a Code of Ethics and deliver financial planning services in accordance with the FPA Standard of Care.

To ensure Americans best interests are served when receiving financial planning advice, FPA partnered with the CFP of Standards (CFP Board) and the National Association of Personal Financial Advisors (NAPFA) to create the Financial Planning Coalition. The Financial Planning Coalition works with legislators to encourage regulations that will help you identify competent, ethical advice-givers who are subject to a fiduciary duty in the delivery of financial planning services.

Community Service

The Financial Planning Association represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. We are committed to helping Americans achieve their goals and dreams and bring our financial expertise and resources to communities nationwide. Below are just some of the ways FPA is working for you.

Financial Planning Week

Financial Planning Week® brings together those who provide, support and benefit from professional financial planning. During the week, FPA strives to create and build the public's awareness of the financial planning process to enable them to make prudent financial decisions to achieve their life goals and dreams. Learn more about Financial Planning Week.

In celebration of Financial Planning Week, the Financial Planning Association chapters of the bay area hosted a free financial planning clinic in Oakland, Calif. The clinic provided one-on-one financial planning advice to attendees. View news coverage of the 2009 Financial Planning Clinic in Oakland.

We're excited to announce that Financial Planning Week has been recognized on ASAE & The Center for Association Leadership's 2010 Associations Advance America Honor Roll. The 2010 Associations Advance America Awards program recognizes associations that propel America forward. Only 24 programs were selected for this recognition. View certificate. (PDF | 124KB)

National Financial Literacy Month

President Obama proclaimed April 2010 as National Financial Literacy Month in hopes that we recommit to teaching ourselves and our children about the basics of financial education. To show our support, FPA is hosting events throughout the month. Learn more about FPA's participation in Financial Literacy Month.